Insights

Hear from CIBC's experts on economic, market and financial matters relevant to your wealth, your life and your legacy.

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Responsible investing: a cornerstone in modern portfolio management

Responsible investing has evolved significantly over the years, but its growth and adoption have never been greater. Environmental, social and governance (ESG) factors can be integrated at the beginning of the portfolio management process or incrementally over time.

Responsible investing (PDF, 115 KB) Opens in a new window.

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Investing in and growing our team

Investing in CIBC Private Wealth talent is one of our top priorities as we continue to build on our inclusive and supportive culture. This video captures the journeys and insights of some of our colleagues.

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The tax treatment of art and other collectibles

Whether you collect art, stamps or antique furniture, you should be aware of the tax consequences that occur when you ultimately dispose of these items, either by sale, gift or upon death.

Tax treatment of collectibles (PDF, 935 KB) Opens in a new window.

Holding companies for investment purposes

Many Canadians own investment portfolios through a holding company, also known as a Holdco, for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

Holdcos for investment purposes (PDF, 275 KB) Opens in a new window.

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Charitable estate gifts

Making a charitable gift in your will is a great way to benefit the community and save taxes.

Charitable estate gifts (PDF, 655 KB) Opens in a new window.

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For the kids: sharpening your RESP know-how

It’s never too early to invest in a child’s education.

For the kids: sharpening your RESP know-how (PDF, 285 KB) Opens in a new window.

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Has the pandemic changed your retirement expectations?

Use these tips to review and update your plans.

Has the pandemic changed your retirement expectations? (PDF, 535 KB) Opens in a new window.